Daily Chemical Reactions

Smokestack Lightning – PPI Surge Foretells Future CPI Strength; Demand Faces Shock Treatments
April 13, 2022
Commodities Mentioned:
Plastics (PVC, PP, PE, PU, PC, PET, etc.), Clean Energy Minerals, Carbon Dioxide, Hydrogen, Natural Gas/NGLs, Crude/Naphtha
Companies Mentioned:
LyondellBasell, Dow, ExxonMobil, CP Chemical, Nova Chemicals, Viva Energy, Braskem, Orbia, Westlake, Shin-Etsu, Formosa Plastics, Olin, Oxy, ADM, Glencore, H.B. Fuller, Ineos, Grupa Azoty, K+S, Lynas, Qatar Vinyl, Wanhua Chemical, Orica, Brightmark, Gulf Resources, Cleco, Georgia-Pacific, Oceania Biofuels, Sasol, Shell, Uniper, Technip Energies, Clariant, Fastenal, Plug Power, Henkel, Honda, Loop Energy, Hitachi

Daily Chemical Reaction

Smokestack Lightning – PPI Surge Foretells Future CPI Strength; Demand Faces Shock Treatments

Key Points:

  • Producer price hikes have outpaced consumer prices YTD, which suggests higher consumer prices in 2Q22 and falling end-product affordability. We add to our inflation views before the 1Q22 earnings season gets underway. 
  • We highlight pertinent energy, chemical, and other corporate updates (e.g., LyondellBasell, Viva Energy, H.B. Fuller, ADM, Wanhua, Cleco & others).
  • We discuss relevant ESG items, ranging from EU CO2 values holding up following their rise from March lows to sector sustainability target updates. We also highlight our latest ESG sector dedicated weekly research in LINK.
  • We discuss numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams

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